TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,447
New
Increased
Reduced
Closed

Top Buys

1
+$748K
2
+$682K
3
+$547K
4
DD icon
DuPont de Nemours
DD
+$539K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$465K

Top Sells

1
+$489K
2
+$218K
3
+$181K
4
OKS
Oneok Partners LP
OKS
+$174K
5
KGC icon
Kinross Gold
KGC
+$163K

Sector Composition

1 Healthcare 14.93%
2 Technology 13.33%
3 Industrials 11.57%
4 Energy 7.96%
5 Financials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
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853
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854
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864
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865
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+186
866
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199
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867
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868
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869
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+15
870
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79
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872
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29
873
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-800
874
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25
875
$3K ﹤0.01%
17
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33 34
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36 37